Baerg & Associates

Our Story

Baerg & Associates, LLP, a Certified Public Accounting firm, is dedicated to providing exceptional service, expert guidance, and personalized attention to individuals and businesses alike. Since its founding in 1991 by John Baerg, the firm has been committed to delivering high-quality, forward-thinking business management advisory services, as well as accounting, audit, and tax services. Our team of experienced professionals takes the time to listen to our clients' plans, goals, challenges, and concerns, and works closely with them to develop strategic goals and solutions that improve and expand their businesses while providing the most tax-efficient structure possible.

Our Mission

Our mission is to provide proactive solutions to our clients' business needs, empowering them to focus on growing and running their organizations. We believe that honesty, integrity, diligence, and ongoing communication are essential qualities that our clients value most. Our firm's foundation is built on these principles, which guide our every interaction with our clients.

Our Services

At Baerg & Associates, LLP, we offer a wide range of professional services designed to meet the unique needs of our clients. Our services include:

• Tax Management Services: We help our clients navigate the complexities of tax compliance and planning, ensuring they minimize their tax liability and maximize their financial returns.
• Assurance and Advisory Services: Our experienced professionals provide guidance on financial planning, budgeting, and cash flow management to help our clients achieve their business goals.
• Estate and Trust Planning and Tax Preparation: We assist our clients in planning for their financial future, including estate and trust planning, tax preparation, and succession planning.
• QuickBooks Accounting Help and Assistance: Our team is experienced in working with QuickBooks, providing expert assistance in setting up and managing accounting systems, budgets, and financial reports.
• Entity Selection and Restructuring: We help our clients select the best business entity structure for their specific situation and provide guidance on restructuring or reorganizing their businesses.
• Payroll Services: Our professionals can manage your payroll, ensuring accurate and timely payment to employees, while also maintaining compliance with labor laws and regulations.
• Cash Flow and Budgeting Analysis: We help our clients develop strategies for managing their cash flow, creating budgets that align with their business goals, and making informed financial decisions.
• Audits, Reviews, and Compilations: Our experienced auditors and accountants can conduct financial audits, reviews, and compilations to provide our clients with accurate financial statements and ensure compliance with regulatory requirements.
• Financial and Retirement Planning: We assist our clients in developing personalized financial plans, including retirement planning, financial planning, and retirement savings strategies.
• Bookkeeping/Write-up: Our team can set up and manage bookkeeping systems, providing accurate and timely financial reporting to our clients.
• IRS Representation: In the event of an audit or tax dispute, our experienced professionals can represent our clients before the Internal Revenue Service (IRS).
• Employee Benefits, Pension, and Profit-Sharing Plans: We help our clients design and implement employee benefits, pension, and profit-sharing plans that align with their business goals and objectives.
• Financial Projections and Forecasts: Our team can develop realistic financial projections and forecasts to help our clients make informed business decisions.
• Debt and Finance Advising: We provide guidance on debt and finance management, helping our clients make informed decisions about borrowing, investing, and managing their cash flow.

Our Team

Our experienced team is committed to delivering the highest level of professionalism and personalized attention to our clients. Each member of our team can be reached through their email address provided below, or by calling our office at 559-472-3500.